957 hedge funds and large institutions have $52B invested in Moody's in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 337 increasing their positions, 339 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
957
Holders Change
Holders Change %
0%
% of All Funds
15.32%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.66%
New
88
Increased
337
Reduced
339
Closed
69
Calls
$221M
Puts
$118M
Net Calls
+$104M
Net Calls Change
+$156M
Name Holding Trade Value Shares
Change
Shares
Change %
QPBE
651
Quintet Private Bank (Europe)
Luxembourg
$459K +$459K +1,502 New
BHWM
652
Bar Harbor Wealth Management
New Hampshire
$455K
DGAM
653
Desjardins Global Asset Management
Quebec, Canada
$449K +$302K +989 +206%
MFGM
654
Marshall Financial Group (Maryland)
Maryland
$447K -$990K -3,235 -69%
CFGS
655
Concourse Financial Group Securities
Alabama
$446K -$1.22K -4 -0.3%
BAM
656
Brave Asset Management
New Jersey
$446K
EI
657
Ellevest Inc
New York
$446K +$110K +360 +33%
BAM
658
Blueshift Asset Management
New Jersey
$446K +$446K +1,456 New
DWM
659
Drive Wealth Management
Utah
$444K +$14.4K +47 +3%
VSQM
660
V-Square Quantitative Management
Illinois
$443K +$443K +1,448 New
EWM
661
Evercore Wealth Management
New York
$442K
SC
662
Savant Capital
Illinois
$436K +$56.3K +184 +15%
DP
663
DDD Partners
Washington
$434K
FHA
664
First Horizon Advisors
Tennessee
$430K +$234K +765 +119%
ACM
665
Argyle Capital Management
Pennsylvania
$428K
CWM
666
Circle Wealth Management
New Jersey
$425K
FC
667
Financial Consulate
Maryland
$417K +$81.4K +266 +24%
ATC
668
Argent Trust Co
Tennessee
$414K -$1.84K -6 -0.4%
BW
669
Bison Wealth
Georgia
$413K -$7.42K -24 -2%
LPT
670
Legacy Private Trust
Wisconsin
$402K
QCG
671
Quadrant Capital Group
Ohio
$401K +$78.3K +256 +24%
JWCA
672
J.W. Coons Advisors
Ohio
$398K
ALAM
673
Asahi Life Asset Management
Japan
$395K +$395K +1,290 New
TPCW
674
TD Private Client Wealth
New York
$394K +$10.4K +34 +3%
PEA
675
Park Edge Advisors
Ohio
$393K